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E-Commerce

E-commerce moves retail from a shop to a screen, and drags with it the warehousing, delivery, and payment systems needed to make that work. Scale and delivery density decide who earns a profit.

240 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
401
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$383M -$43.2M 7 11.8% Reduced
402
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$379M -$13.5M 7 6.34% Reduced
403
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$378M -$2.82M 12 5.16% Reduced
404
YC
Yarbrough Capital
Tennessee
$376M -$8.15M 17 29.88% Reduced
405
Zacks Investment Management
Zacks Investment Management
Illinois
$369M +$7.58M 11 5.15% Increased
406
Czech National Bank
Czech National Bank
Czech Republic
$368M +$432K 11 9.79% Increased
407
Evercore Wealth Management
Evercore Wealth Management
New York
$366M -$4.73M 6 7.68% Reduced
408
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$366M -$10.7M 57 6.23% Reduced
409
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$365M +$170M 4 8.49% Increased
410
PWLP
Prio Wealth Limited Partnership
Massachusetts
$363M -$11M 8 14.54% Reduced
411
Saturna Capital
Saturna Capital
Washington
$362M +$1.31M 5 7.8% Increased
412
CLC
Charles-Lim Capital
Hong Kong
$360M +$136M 2 53.63% Increased
413
GGHC
Gilder Gagnon Howe & Co
New York
$358M -$34.9M 12 6.67% Reduced
414
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$357M +$20.9M 9 3.8% Increased
415
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$355M +$79M 2 1.61% Increased
416
ASI
All-Stars Investment
Hong Kong
$355M +$1.18M 3 98.7% Increased
417
Markel Group
Markel Group
Virginia
$355M +$1.77M 5 4.76% Increased
418
Wasatch Advisors
Wasatch Advisors
Utah
$353M -$12.3M 11 2.37% Reduced
419
DF Dent & Co
DF Dent & Co
Maryland
$352M -$42.8M 8 5.26% Reduced
420
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$350M -$156M 31 3.1% Reduced
421
Bahl & Gaynor
Bahl & Gaynor
Ohio
$346M -$33.6M 7 2.16% Reduced
422
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$344M -$114M 1 9.43% Reduced
423
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$344M -$14.7M 11 3.84% Reduced
424
SM
Senvest Management
New York
$341M +$89.7M 5 11.59% Increased
425
Whittier Trust
Whittier Trust
California
$341M -$7.39M 29 6.63% Reduced